Make Better DecisionsĬentralize data from accounting, sales, purchasing, and inventory to get an accurate view of your business. Importantly, Dynamics 365 ensures compliance with audit trails and enterprise-level security. Also, workflows are available to streamline business processes by synchronizing files, route documents and compose recurrent reports. In addition, professional-looking customizable quotes, and invoices can be created right from Word.
#MICROSOFT DYNAMICS 365 FINANCIALS UPDATE#
With Dynamics 365 for Financials, you can access live financial data directly from Microsoft Excel to read, write and update items, sales orders, and purchase items. Connect Your BusinessĪutomatically pull systems and processes together to manage financials, sales, service, and operations, Connect with 3rd party applications like payroll, banking, CRM, or industry-specific systems. This is incredible stuff that will revolutionize the business world. This includes established tools like Office 365 and CRM, as well as new technologies such as PowerApps, Power BI, Flow, CDM, Graph and other solutions. The demonstration company contains sample data, but you can create your own sales documents, for example, or set up a bank account.ĭynamics 365 for Financials is more than just a cloud offering, as it brings all of the Dynamics tools together into one seamlessly integrated cloud platform. When you sign up for the Financials preview you get access to a demonstration company. If you are currently running your business on Excel, or you have outgrown QuickBooks and want seamless integration between accounting and sales, Dynamics 365 for Financials is perfect for you. Signing up is easy, and you can migrate existing business data from your legacy system. Financials is a business management solution for small and mid-sized organizations that automates and streamlines business processes and helps you manage your business.